Sentences with phrase «of mutual companies»

In the case of mutual companies, unneeded surplus is distributed retrospectively to policyholders in the form of dividends.

One key feature of mutual companies is that earnings above those necessary for the operation of the company may be returned to the policyowners in the form of policy dividends.

Some will argue that this is more true of mutual companies than stock companies.

And mutual holding companies are a hybrid of mutual companies and stock companies.

But remember, there is a dividend for policies holders of mutual companies!

To increase the premiums, mutual insurers launched successful marketing campaigns that promoted ownership benefits; essentially the policyholders were owners of the mutual company and shared in the company's profits through dividends or reduced premiums.

At Insurance and Estates, we are big fans of this mutual company.

To increase the premiums, mutual insurers launched successful marketing campaigns that promoted ownership benefits; essentially the policyholders were owners of the mutual company and shared in the company's profits through dividends or reduced premiums.

A major disadvantage of the mutual company organization is the firm's reliance on policy premiums as a source of income.

At Insurance and Estates, we are big fans of this mutual company.

While it is generally less than the market rate of interest would be for a commercial or personal loan, you will end up paying back more than you borrow, or the dividend that you might otherwise receive (in the case of a mutual company) may be less to account for the interest on the loan.

Not exact matches

The LOT serves as a mutual non-aggression pact among a web of companies that include Pandora, Newegg and JP Morgan.

In his current role as President and Chief Strategist of Optimize Advisors, Mike uses pioneering and proprietary artificial intelligence technology to advise hedge funds, banks, pensions, mutual funds, insurance companies, and family offices in the effective use of listed options for enhancing returns and managing risk.

Not only does it represent a potential conflict every time an advisor builds a portfolio for his clients, it also recalls some of the worst practices of the brokerage model - like «shelf space» fees wherein a mutual fund company engages in a payola of sorts to make it onto a brokerage firm's platform or «recommended list.»

Milwaukee is home to the headquarters of nine Fortune 1000 companies, including insurer Northwestern Mutual and iconic motorcycle maker Harley - Davidson.

In recent weeks, mutual fund company Fidelity has reportedly marked down the share price of messaging app company Snapchat by 25 percent, and it slashed the share price of the cloud human resources provider Zenefits by 48 percent.

Even in the weeks before the Fed's move, highly valued private companies faced other pressures as prominent mutual fund companies, such as Fidelity Investments, bid down the value of their holdings, potentially over concerns that they had become too bloated.

The investigation, first reported by the Wall Street Journal on Wednesday, is part of a regular monitoring that the SEC conducts of mutual fund companies.

Instead of making banks and mutual fund companies rich, you may want to check out Dan Bortolotti's The MoneySense Guide to the Perfect Portfolio, or, if you'll excuse the plug, my own Millionaire Teacher.

I hired an investment adviser, and together we agreed on an investment strategy and what we'd put into this portfolio: growth - oriented mutual funds from respected institutions and shares of stable, well - managed companies.

Investors would get a (then) 35 % tax credit on money invested in a portfolio of startups managed by his firm, GrowthWorks Capital (now part of Matrix, a public holding company he created to bring together different divisions of his empire, including venture capital and mutual funds).

What makes the company unique: Making Glassdoor's 2016 list of «Top 25 Companies for Vacation and Time Off,» employees at Liberty Mutual Insurance say they receive four weeks of paid vacation in addition to 1.5 days of extra vacation time accrued every month.

Many plans, particularly those at large companies, offer access to inexpensive R share classes of mutual funds.

The justices voted 6 - 3 in favour of two former employees of companies that administer the Fidelity family of mutual funds.

Wilson also serves as chairman of Canoe Financial, which bills itself as the country's fastest - growing mutual fund company.

The Midwesterner, who started at Mutual of Omaha in 1975 after collecting a Masters in Actuarial Science at the University of Iowa, left his company ever so briefly in the 1990s for a job in New York.

Jackie Hosang Lawson and Jonathan M. Zang complained of retaliation for whistleblower activities from the privately held parent company and subsidiary companies that run the Fidelity family of mutual funds.

In the case of Fukoku Mutual, the more noble objective is getting customers a decision — and a payout — faster, which the company claims the system will accomplish.

Typically, a given company administers its 401 (k) by working with a specific provider, from a pool that includes insurance - driven companies like Prudential, banks like Wells Fargo, and an array of mutual - fund companies.

While venture capitalists, mutual funds and other private investors can only see upside in a zero - interest environment where growth is hard to find, public investors would be skeptical of a public Uber, Smith explains, just as they've asked tough questions about companies like Twitter and Yelp.

Still others receive indirect compensation from mutual fund companies, insurance providers and other investment product manufacturers that investors could only see if they combed through the fine print of very complicated disclosures.

It's also daunting for the financial services industry, where a cadre of advisers and mutual fund companies are reinventing themselves to work with, and for, people who may need to finance a 30 - year retirement.

According to mutual fund tracking company Morningstar, during nine previous recessions dating back to 1957, the TSX composite index fell an average of 31.8 %.

The 29 - year - old founder of Hater, a dating app that connects people based on mutual dislikes, recently took something of a risk: His company created an image of Russian President Vladimir Putin caressing a pregnant Donald Trump and projected it on buildings throughout New York City.

Perth web development company Method + Madness has won an impressive list of high profile corporate and government clients including Mercantile Mutual, Village Roadshow, BankWest, the Premier of WA, the Fremantle Dockers and radio stations PMFM and 94.5 FM.

In eight years, the teams scored victories in a series of small - time swindles, and secured multiple convictions connected to Norbourg Financial Group, a manifestly fraudulent mutual fund company.

Prior to CarMax he was the CMO of Scotts Miracle - Gro and the CMO of Nationwide Mutual Insurance Company.

The company launched four mutual funds in 1996, according to its website, and became part of Bear Sterns Asset Management in 2001.

Companies should promote a culture of open communication and mutual respect for all employees to encourage success.

Almost all mutual fund companies offer this option, and most of the same funds can be bought inside or outside a corporate class arrangement.

Qualcomm maintained that all of Broadcom's previous offers materially undervalued the company and proposed they conduct mutual due diligence to look more closely at each other's books.

Mutual fund company Northwest & Ethical Investments LP has argued RIM co-CEOs Jim Balsillie and Mike Lazaridis should not also be co-chairs of the company's board, arguing a «high performance» board needs independent oversight of management.

It's their not buying the right companies,» says Bob Olstein, a value investor and the founder of the Olstein mutual fund family.

Companies that embrace philanthropic efforts enjoy a number of significant advantages that contribute to the mutual benefit of both management and employees on every level.

Major companies that got their start in the city of Boston include Liberty Mutual, Marshalls, Samuel Adams and Timberland, to name a few.

He structured his new firm in a completely novel way — as a «mutual mutual fund,» or an investment company that would be owned by its member funds and operated wholly in the interest of its shareholders.

Some of the most widely held mutual funds in 401 (k) plans, including the $ 116.1 billion Fidelity Contrafund and the $ 39.3 billion Fidelity Growth Company, have large tech stakes and big chunks of assets concentrated in their top five holdings.

Increasingly, mutual funds are holding private companies as part of their portfolios.

Vanguard, the legendary mutual fund company, raises a Swiss flag whenever it is facing a crisis of one sort or another.

The company offers two types of funds — a standard basket of mutual funds, as well as a single mutual fund focused on sustainable investing, called the Aspiration Redwood Fund.